The Insurance Dudes
New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Looking for answers on how to make it happen?
Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won insights and proven strategies.
You're here just in time for Season 4 of the Insurance Dudes©. Craig and Jason powered through Covid, amassing over $10 million in new annualized auto premium in just a couple years. We were locked down anyway, what else was there to do?
This power team launched the Insurance Dudes© Podcast back in 2018. Learning bits and pieces of the overall blueprint by simultaneously growing their books and audience, the duo set their eyes from solely growing their own agencies, to an intentional and service-driven mission to help other agents avoid all the costly mistakes it took them to get to where they are now.
Each week, The Insurance Dudes© tackle the hot topics and challenges facing insurance agents and agency owners. From lead generation and sales scripts to hiring, training, and everything in between, no topic is off-limits and no punches are pulled.
This isn't your typical dry, technical insurance podcast. Jason and Craig bring a fresh, irreverent approach to the mic, infusing each episode with their signature blend of humor, storytelling, and straight talk.
They'll make you laugh, they'll make you think, and most importantly, they'll give you the tools and inspiration you need to take your insurance business to the next level.
So whether you're a seasoned veteran looking to stay sharp or a hungry newcomer ready to make your mark, The Insurance Dudes© Podcast is your essential listen. Tune in each week for actionable advice, insider stories, and a hefty dose of insurance industry reality.
It's time to strap in, turn up the volume, and join The Insurance Dudes ©
on the ride of your professional life. Let's sell some policies!
Keywords: insurance sales, insurance marketing, insurance leads, insurance agency, sales training, sales strategy, insurance industry, entrepreneurship, p&c leads, p&c telemarketer hiring, p&c telefunnel, insurance telefunnel, insurance agent, insurance agency ownership
The Insurance Dudes
Mastering Cross-Selling with Carson Porter
In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, offering valuable pointers on leveraging client data, refining leads, and the importance of persistence.
Key Topics:
- Cross-Selling Strategy:
Carson explains how to effectively use property and casualty data, like mortgage details, to introduce life insurance as mortgage protection, making cross-selling more efficient and lucrative.
- Optimizing Sales Pitch and Strategy:
Streamline life insurance application processes by using client surveys and short, relevant add-ons during PNC discussions to save time and boost revenue.
- Increasing Efficiency and Revenue:
Learn how selling a $1,200 life insurance policy with minimal effort can double an agent's first-year revenue, providing resources for business growth.
- Agent Collaboration:
Discover the benefits of partnering with driven life insurance agents, even part-time or outside the primary carrier's system, to handle leads and sales efficiently.
- Overcoming Industry Challenges:
Tackle the bureaucratic and compliance hurdles that come with agent partnerships and incentivize proactive teamwork.
- Persistence in Lead Follow-Up:
Jason and Carson emphasize the success of persistent but respectful follow-ups, noting that later contacts often yield the highest retention and close rates.
- Comparison of Captive vs. Independent Insurance Models:
Weigh the pros and cons of captive and independent insurance models, emphasizing the need for selective quoting and the benefits of collaboration.
- Sales and Partnering Strategies:
Carson shares how partnering with agencies that don’t sell life insurance can increase profitability and retention through efficient marketing strategies.
Contact Information:
Follow Carson on social media or reach out via email at carsonp@revagencysyndicate.com.
Concluding Remarks:
Join Craig and Jason as they explore the wealth of knowledge shared by Carson Porter on how insurance agents can maximize effectiveness and boost revenue through smart sales strategies and persistent follow-ups. Don’t miss out on these valuable insights that can transform your agency.
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Craig Pretzinger & Jason Feltman
The Insurance Dudes
